C

Corient

Fiduciary wealth management and investment advisory

Staff Accountant

Financial AccountingUpdated on Nov 13
Full-timeMiami, FL, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • At least 2 years of accounting experience is required.
  • Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, and data analysis, is required.
  • A strong understanding of accounting principles and general ledger accounting is required.
  • The role requires attention to detail and analytical skills.
  • The role requires the ability to manage multiple priorities and meet deadlines.
  • Strong verbal and written communication skills are required.
  • The role requires the physical ability to work in an office environment, including prolonged periods sitting at a desk and working on a computer, and may require lifting up to 15 pounds.
  • Must be at least 18 years old and have unrestricted work authorization in the United States; proof of work authorization is required. U.S. citizens or permanent residents are hired, with exceptions based on shortages of qualified candidates.
  • Must be willing to execute the Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment non-solicitation, confidentiality, and non-disclosure obligations.
  • Must work onsite 4 days per week.

Responsibilities

  • Prepare and post journal entries in accordance with accounting policies to ensure accurate and timely financial reporting.
  • Perform and maintain monthly balance sheet reconciliations, investigating and resolving variances as needed.
  • Assist with month-end close processes and provide accounting assistance for ongoing projects and other ad hoc initiatives throughout the month.
  • Reconcile payroll-related accounts and investigate variances.
  • Support internal and external audit requests by gathering, organizing, and providing required supporting documentation.
  • Monitor and resolve accounting discrepancies in a timely manner.

Desired Qualifications

  • Experience with Workday or other ERP/accounting systems.
  • Experience with payroll reconciliations and payroll accounting.
  • Experience with month-end close and balance sheet reconciliations.
  • Knowledge of intercompany transactions and expense allocations.
  • Understanding of spend categories, cost centers, and financial reporting structures within a multi-entity organization.

About the Company

Corient

Fiduciary wealth management and investment advisory

Corient Capital Partners provides wealth management and investment advisory services for ultra-high-net-worth individuals and families. It acts as a fiduciary, offering holistic financial planning, investment management, tax and trust services, lending, and an alternatives platform that can include private equity, hedge funds, and real estate funds. The firm differentiates itself through its client-first fiduciary standard and its integration within the CI Financial network, unifying multiple legacy firms under a single brand to access diverse investment strategies. Its goal is to preserve and grow client wealth across generations while expanding its U.S. presence with backing from its parent company and strategic partners.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Newport Beach, CA
Founded
2015

Recently Posted Jobs

Explore more opportunities at Corient

See more jobs